Professional Financial Consultant
3 weeks ago
We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.
About the Role
As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients in the Newbury, Andover, and Basingstoke areas.
Key Responsibilities
- Deliver financial planning advice to clients, either in-person or virtually via Microsoft Teams.
- Service clients with existing client banks, either from internal changes or retiring advisers.
- Convert business opportunities provided by the company through marketing initiatives.
- Build the client portfolio through proactive activities, including referrals, networking, and social media utilization.
Requirements
To be successful in this role, you should have:
- A Level 4 Diploma in Financial Planning and CAS status for financial planning advice.
- A proven track record of converting business opportunities.
- Chartered status or close to Chartered status.
What We Offer
As a Financial Advisor with Premier Jobs UK Limited, you can expect:
- A salary of £40,000 - £75,000, subject to experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure.
- A home-based role with travel to meet clients in person and use of regional offices if preferred.
- A self-employed option available for those who prefer.
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